Jack Mitchell is a financial advisor at NewEdge Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Merrill, Raymond James and Associates, and several other firms prior to joining NewEdge Advisors in 2025. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Marissa Cross is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, she served in the United States Air Force from 2015 to 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers within defined program constraints.

Andrew Mcdowell is a CFP® professional at Mariner Wealth Advisors with 12 years of industry experience. He worked at Arbor Wealth Management, LLC for nine years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, coordinated tax services, and family office capabilities, employing discretionary, customized portfolios supported by both internal research and third-party managers.

James Luttrell III is a financial advisor at Benjamin F. Edwards & Company, Inc. in Destin, Florida, holding a Series 66 designation with four years of industry experience. He has been with Benjamin F. Edwards since 2020 and previously worked at the University of Alabama from 2014 to 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party model portfolios with periodic strategic reviews.

Christopher Wilson is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with First Command Advisory Services since 2015 and previously worked at Rocky Bayou Country Club. Wilson holds the Series 66 designation. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

David Bishop is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has recently transitioned from a military career with the Department of Defense, where he served in the Army from 2016 to 2022, and also operates a pyro show business. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized investment management teams to design and monitor model portfolios and select third-party managers.

Cameron Kolwich is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner, he served in the U.S. Army with the 7th Special Forces Group and held positions at the U.S. Army John F. Kennedy Special Warfare Center and School and the 198th Infantry Brigade. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios combining in-house research with third-party managers and provides integrated tax and administrative CFO services uncommon among large advisory enterprises.

David Brooks is a CFP® and ChFC® professional with 30 years of industry experience. He has been with First Command Advisory Services since 2015 and has held roles within affiliated entities of First Command since 1996. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios and third-party manager selections.

Shane Dohrer is a financial advisor with NewEdge Advisors, holding a Series 66 designation and based in Destin, FL. He joined NewEdge Advisors in 2026 and has prior experience working in education at Northwest Florida State College and Okaloosa County School District. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

Cecil Redmon II is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has four years of industry experience, including six years of service in the United States Air Force. His career has been focused entirely within various First Command entities since 2022. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage portfolios using mutual funds, ETFs, and third-party managers.

James Kersanac is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has been affiliated with NYLIFE Securities Inc and New York Life Insurance Company since the early 2000s. In addition to his advisory role, he acts as an outside brokering agent for various insurance companies, focusing on non-registered life, health, annuity, disability, accident, and cancer policies. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

James Luttrell Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Destin, Florida, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals—including high-net-worth clients—as well as corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions.

Frank Painter is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with First Command in various capacities since 2002. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage discretionary portfolios using model portfolios and approved third-party managers.

Nicholas Barlotta Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 30 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of advising, he teaches a course titled "Fundamentals of Investing" at Troy State Lifelong Learning and has a majority ownership in a food distribution and sales business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services using both firm-developed and third-party model strategies.

James Renfroe is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Marcum Wealth, LPL Financial, Principal Financial Services, and BBVA, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines active and passive management with quantitative, momentum, and fundamental analysis.

Heather Weidenhamer is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 66 and Series 63 credentials and has four years of industry experience. Prior to joining Benjamin F. Edwards, she worked at Regions Bank, Mutual of America, Wells Fargo Advisors, and JPMorgan Securities LLC. Outside of finance, she has been involved with H Pack Pet Services since 2018. Benjamin F. Edwards & Company provides investment advice and related services to a broad client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines financial planning, consulting, and active portfolio management with broker-dealer services and an in-house trading desk.

Lindsey Peters is a financial advisor at NewEdge Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch for 19 years before joining NewEdge Advisors in 2025. NewEdge Advisors serves a diverse client base including individuals, trusts and estates, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

David Marmolejos is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Verum Partners LLC and The Vanguard Group, Inc. He also has an academic background from Virginia Tech. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal research, with a notable integration of tax and accounting services uncommon for firms of its size.

Alex Astin is a financial advisor at Prime Capital Financial with six years of industry experience. He holds a Series 66 credential and has worked at firms including Burns Estate Planning and Cherry Wealth Advisors. In addition to his advisory role, Astin is an insurance agent involved with Burns Estate Planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing various investment strategies and tax-efficient solutions.

Jeffrey Johnson is a CFP®-certified financial advisor with Private Advisor Group, LLC and LPL Financial, holding his Series 63 license. He has been active in the financial industry since 2025 and concurrently works for Delta Air Lines. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.